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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalia? Claim Your ProfileNatalia Cuellar is a financial advisor with Wells Fargo Clearing Services, LLC. Natalia has been in the financial services industry since 2014. Natalia is registered as a Registered Representative and Investment Advisor Representative in the state of Maryland. Natalia holds Series 63, 65, SIE and 6TO securities licenses. Natalia also holds licenses in the District of Columbia, Minnesota, Nevada, and Virginia. Natalia provides investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management services for businesses and individuals. Natalia also works as a delivery driver for DoorDash.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
01/19/2023 - Present
Wells Fargo Clearing Services, LLC (TIMONIUM MD)
IA
Issued 01/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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